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Schwab Intelligent Portfolios

This robo-advisor offers digital portfolio management and goal tracking to investors without human advisors.

How it works:
1. User completes a short questionnaire based on their goals, risk tolerance and timeline.
2. Schwab builds a diversified portfolio of ETFs.
3. Schwab monitors the portfolio daily, and automatically rebalance it when needed to help keep it diversified and on track.

Setup Goal

Goal Tracker is a tool that allows users to easily set up and monitor an investment goal for an account. It projects how a portfolio might perform, and show how they're progressing towards a savings goal. Planning and setting a goal is critical in achieving financial success.

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Upload a File

Submit account documents by uploading files to Schwab Intelligent Portfolio.

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First Time Experience on the SIP App

The App provides prospects and clients with the product overview and benefits of SIP prior to logging in.

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For clients who upgraded to a newer app version, the first time experience will describe the new features.